Generating a Walkout Statement

When a patient had a visit and made a payment, you may want to print them a statement that will act as a receipt. There are two ways to accomplish this in Ascend Academic.

Watch this video to learn how to generate a walkout statement. (Duration: 1:35)

Additional Information

• Walkout statements will only display transactions entered with today’s date on the ledger. If you want to see a history of procedures, you can go to print statement and choose the beginning date.

• Walk out statements also display the patient’s next visit at the top, which is a handy reminder for the patient if they’ve scheduled an appointment in the future.

• If you’d like to include post-op instructions with the walkout statement, you can enter them into the statement message or copy and paste them from another document; this creates a quick and easy reference for the patient if you have instructions for them after their visit today.

• To learn more about generating a walkout statement, read Checking out patients in the knowledge base.